9 : Automate Salesforce Reports with Subscriptions | Email Alerts, Attachments & Conditions
📊 Automate Salesforce Reports with Subscriptions | Email Alerts, Attachments & Conditions
In this tutorial, learn how to automate the delivery of Salesforce reports using the Subscription feature in Lightning Experience. Discover how to schedule reports, add recipients, attach files, and set conditions to ensure timely and relevant data delivery.
🔍 What You'll Learn:
How to subscribe to Salesforce reports
Scheduling reports for daily, weekly, or monthly delivery
Attaching reports as XLSX or CSV files
Adding recipients: users, roles, or public groups
Setting conditions to trigger report emails based on specific criteria
Managing and unsubscribing from report subscriptions
📌 Why Automate Reports?
Automating report delivery ensures that stakeholders receive up-to-date information without manual intervention, enhancing efficiency and decision-making.
📺 Watch the Full Playlist
🔗 • Channel Intro | Announcement of New Series...
🔗 Additional Resources:
Salesforce Help: https://help.salesforce.com/s/article...
Salesforce Help: https://help.salesforce.com/s/article...
🔗 Useful Links
🌐 Visit My Website: https://sk-daud-hassan-dev-ed.develop...
🤝 Connect With Me: / skdaudhassan
⏱ Timestamps:
0:00 - Introduction
0:05 - What is Report Subscription in Salesforce
0:22 - Scenario Overview
0:35 - Benefits of Automating Reports
1:02 - Opening an Existing Report
1:13 - How to Subscribe to a Report
1:24 - Setting Report Frequency (Daily/Weekly/Monthly)
1:56 - Setting Time and Date for Email Delivery
2:06 - Attaching Report as XLSX or CSV
2:30 - Choosing Email Recipients
3:00 - Setting Report Run User
3:11 - Adding Conditional Triggers to Report
3:36 - Example: Record Count Condition
4:06 - Confirming and Saving Subscription
4:17 - Viewing Subscription Status
4:21 - Receiving the Email & Attachment
4:45 - How to Unsubscribe from the Report
5:15 - Summary & Wrap-Up
5:25 - Call to Action (Like, Subscribe & Stay Tuned)
👍 Like, Share & Subscribe
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